🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-08-25
Auto-generated rollup. One pull, not five.
Sources:
exit-check,persona-consensus,convergence-db --min=2,monster-scan,entry-volume-scan,breakout-volume-scan,distribution-scan,capture-health, optionalregime-signals.Generated in 943ms — pure aggregation, no fresh scans.
🟢 Capture health
30 sources · 25 fresh · 4 stale · 1 no captures (threshold 7d)
⚠ Stale sources mean profile + chorus output is operating on old captures. Run
deno task intake:harvestor per-source scrapers to refresh.
| Source | Type | Last capture | Days stale |
|---|---|---|---|
| dumb-money-live | podcast | 2026-03-24 | 155d |
| thediff | rss | 2026-04-29 | 119d |
| apricitas | rss | 2026-05-06 | 112d |
| sherwood | rss | 2026-08-17 | 9d |
| SecurityAnalysis | — | — |
📊 At a glance
- 0 SELL verdicts • 0 TRIM verdicts (0 from perspective fade)
- 15 convergent bull setups (3+ personas long, no shorts) • 0 divergent
- 3 tickers in 3+ independent traces
- 12 parabolic monsters (golden cross + 50%+ above SMA200)
- 2 risk-on regime gauges • 0 risk-off • 0 blocked
Regime gauges — 2026-08-25
| Gauge | State | Band | Value |
|---|---|---|---|
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.25 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -54.6 pct from 52w high |
🎯 Convergent bulls — 15
Tickers held long by 3+ personas with no shorts. Persona-level consensus signal.
| Ticker | # bulls | Avg P&L | Long strategies |
|---|---|---|---|
| AMZN | 11 | +16.6% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +12.1% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +6.0% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +6.6% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| ARM | 8 | +13.4% | altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail... |
| V | 4 | +28.0% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +105.4% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 7 | -2.1% | ackman-13f, altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| MSFT | 4 | +11.8% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +13.4% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| CVS | 5 | -0.1% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| CRS | 5 | -1.3% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| MU | 5 | +134.5% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| CF | 4 | +1.6% | bench-signals (tier: LOW), claude-trader (tier: LOW), claude-trader-trail, momentum-trader |
| VST | 3 | -11.1% | atreides-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
🌐 Cross-thesis hits — 3
Tickers surfaced by 3+ independent autonomous-research traces. The "shows up everywhere" signal.
| Ticker | Company | # traces | Theses |
|---|---|---|---|
| COHR | Coherent Corp (formerly II-VI) | 4 | quantum computing physical bot...; military drone supply chain an...; HBM high-bandwidth memory equi... |
| LIN | Linde plc | 3 | quantum computing physical bot...; LNG liquefaction shipping and ...; helium supply chain for semico... |
| APD | Air Products and Chemicals | 3 | quantum computing physical bot...; LNG liquefaction shipping and ...; helium supply chain for semico... |
🚀 Monsters — top 12
Parabolic stocks: golden cross + 50%+ above SMA200. Top by 3-month change.
| Ticker | Price | RSI | 3M | 30D | vs SMA200 |
|---|---|---|---|---|---|
| MRNA | $158.52 | 72.4 | +237.1% | +193.2% | +217% |
| AMLX | $37.46 | 77.6 | +173.8% | +103.5% | +134% |
| TXG | $64.72 | 71.5 | +162.9% | +39.9% | +139% |
| ABCL | $12.50 | 74.0 | +136.3% | +135.4% | +159% |
| CDNA | $50.80 | 72.8 | +135.8% | +36.8% | +114% |
| TWST | $151.42 | 69.6 | +133.4% | +67.7% | +151% |
| CRNX | $84.86 | 90.1 | +130.7% | +1.4% | +71% |
| MAN | $62.09 | 73.9 | +116.3% | +21.0% | +83% |
| MBX | $68.62 | 60.1 | +116.1% | +10.7% | +75% |
| IOVA | $8.44 | 71.1 | +105.8% | +69.1% | +129% |
| CORT | $123.57 | 72.2 | +104.7% | +29.6% | +89% |
| BFLY | $9.04 | 56.4 | +99.1% | +37.4% | +84% |
🎯 Entry + Volume setups — top 2
Good entry zone (uptrend, not extended, at a volume shelf) AND volume confirming. The dip-at-shelf buy radar.
| Ticker | Price | RSI | vs SMA200 | Froth | RelVol | Zone | In |
|---|---|---|---|---|---|---|---|
| RARE | $26.46 | 49 | +0.4% | -0.2% | 1.8× | VA | biotech-scan, ibb |
| CDNS | $331.90 | 49 | +1.5% | +0.7% | 1.3× | VA | cloud-etf-holdings, thebuildout-advanced-packaging-2d3d-leaders |
📈 Breakout + Volume — top 1
Pushing to highs / above the volume shelf WITH a volume spike. The breakout buy radar.
| Ticker | Price | RSI | vs SMA200 | →52wkH | RelVol | Kind | In |
|---|---|---|---|---|---|---|---|
| EWG | $44.45 | 66 | +5.6% | -0.5% | 4.7× | highs | macro-commodities |
⚠️ Distribution / trim watch — top 2
Mechanism: high-volume churn while EXTENDED (overbought + stretched). Running hot — trim into strength, don't add. ⤵ = rolling over on volume.
| Ticker | Price | RSI | Froth | vs SMA20 | RelVol | 7D | In |
|---|---|---|---|---|---|---|---|
| GENB | $20.38 | 78 | +41.2% | +33.1% | 6.3× | +26.6% | biotech-capital-cycle |
| SOL-USD | $97.56 | 83 | -29.5% | +19.5% | 2.5× | +26.6% | crypto |
Sources
research/market-engine/data/summaries/*.json(precomputed settled-close summaries — all prices/RSI/percentages above)
Re-run with deno task hot-signal-rollup.
No direct external sources are attached to this read.